Centennial Wealth Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Centennial Wealth Advisory’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$784K	Sell	19,310 -834	-4%	-$36K	0.16%	90
2026 Q2	$869K	Sell	20,144 -7,922	-28%	-$331K	0.19%	72
2026 Q1	$1.11M	Buy	28,066 +4,062	+17%	+$165K	0.27%	53
2025 Q4	$920K	Buy	24,004 +3,690	+18%	+$140K	0.24%	57
2025 Q3	$772K	Buy	20,314 +4,452	+28%	+$165K	0.21%	63
2025 Q2	$560K	Buy	15,862 +6,805	+75%	+$228K	0.18%	74
2025 Q1	$303K	Buy	+9,057	New	+$323K	0.11%	120

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Centennial Wealth Advisory's SDVY Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.1% in Q3 2026, selling an estimated $36K and leaving 19,310 shares worth $784K. The position accounts for 0.16% of the portfolio, ranked #90.

Centennial Wealth Advisory first reported a position in SDVY in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Centennial Wealth Advisory held 19,310 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $784K as of Q3 2026.
Centennial Wealth Advisory sold 834 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $36K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of Centennial Wealth Advisory's portfolio in Q3 2026, its #90 holding.
Centennial Wealth Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 7 quarters since.
Centennial Wealth Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.11M in Q1 2026.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.